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  • Building Wealth. Protecting Dreams. ®

    At Kalejta Financial Management, our team is committed to ensuring that our clients receive the guidance they deserve and the tools they need to stay financially on track. Our firm engages our clients frequently with personalized communication and intimate events and workshops. We believe that the families who chose our firm should always receive financial advice that uniquely answers to their personal needs. It is through our boutique-style, technology-driven, team approach that we commit to this promise. Our team forms relationships with pre-retired and retired families who think of our firm as a partnership. As a result, our clients feel actively involved in the process of building their wealth and protecting their dreams.

  • Wealth Management

    Our goal is to help you build wealth and protect dreams by preserving that which you’ve worked hard for in life. We provide tools that offer the confidence our clients desire as they draw closer to their retirement years. Concerned about maintaining your quality of life while transitioning into retirement? We can help deliver the assurance that you’re seeking.

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  • Lifestyle Planning

    Our financial advisors help clients outline goals that address short term and long term dreams. We offer varying investment strategies that uniquely address the investment objectives and risk level of each client. What is your dream? Our firm provides recommendations that are designed around you. We partner with our clients to reveal the framework of their financial lives - and then together, we build a comprehensive financial picture.

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  • Insurance Protection

    Our team also works with clients to help protect assets against financial loss due to death, disability or long term healthcare needs. All that you’ve acquired throughout your life could be taken away so quickly if proper family protection strategies are not in pace. We show our clients that building wealth and protecting dreams also includes planning for the unexpected.

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